INVESCO EXCHANGE TRADED FD T's ticker is DJD and the CUSIP is 46137V605.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $81,630 | -2.2% | 1,974 | +0.9% | 0.01% | -18.2% |
| Q2 2023 | $83,484 | +0.7% | 1,956 | +1.0% | 0.01% | +22.2% |
| Q1 2023 | $82,869 | +206.4% | 1,937 | +212.9% | 0.01% | +200.0% |
| Q4 2022 | $27,046 | +17.6% | 619 | +0.8% | 0.00% | 0.0% |
| Q3 2022 | $23,000 | -11.5% | 614 | +0.8% | 0.00% | 0.0% |
| Q2 2022 | $26,000 | -7.1% | 609 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $28,000 | +3.7% | 609 | +0.7% | 0.00% | +50.0% |
| Q4 2021 | $27,000 | +3.8% | 605 | +0.8% | 0.00% | 0.0% |
| Q3 2021 | $26,000 | – | 600 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Heartland Consultants, Inc. | 35,297 | $1,554,000 | 0.24% |
| Bison Wealth, LLC | 5,383 | $237,000 | 0.10% |
| NTV ASSET MANAGEMENT LLC | 8,825 | $388,000 | 0.07% |
| CALTON & ASSOCIATES, INC. | 5,848 | $258,000 | 0.05% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 13,875 | $611,000 | 0.04% |
| PARK AVENUE SECURITIES LLC | 41,584 | $1,831,000 | 0.04% |
| Retirement Group, LLC | 1,210 | $53,000 | 0.03% |
| LPL Financial LLC | 386,182 | $17,000,000 | 0.02% |
| American Portfolios Advisors | 7,029 | $309,417 | 0.01% |
| Belpointe Asset Management LLC | 3,396 | $150,000 | 0.01% |